See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,997 | $101,618-96.1% | $93,063-95.7% | $137,256-97.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 24.20% | 223.95%-199.7pp | 34.15%-10.0pp | 220.34%-196.1pp |
| Employer contribution / active EE | $668 | $2,707-75.3% | $2,476-73.0% | $4,156-83.9% |
| Participant deferral / active EE | $1,110 | $4,279-74.1% | $3,958-72.0% | $6,407-82.7% |
| Admin fee / account holder | $25 | $6,198-99.6% | $6,033-99.6% | $12,270-99.8% |